William Balint
Investment Adviser Representative at Trustmont Advisory Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Balint is an investment adviser representative with Trustmont Advisory Group, Inc. in West Springfield, MA, where they have been registered since 2025. They have worked in the securities industry since 1995 and have been registered with 3 firms, including Osaic Wealth, Inc. and Sagepoint Financial, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
3 states and territories
Connecticut, Florida, Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Massmutual LIFE Insurance CompanyOct 2000 – Oct 2017Springfield, MA
- MML Investors Services.Oct 2000 – Feb 2018Holyoke, MA
- Sagepoint Financial, Inc.Feb 2018 – Sep 2023Chicopee, MA
- Osaic Wealth, Inc.Sep 2023 – Nov 2024West Springfield, MA
- Vanderbilt Financial GroupNov 2024 – Apr 2025Woodbury, NY
- Trustmont Financial GroupApr 2025 – no end date reportedGreensburg, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trustmont Advisory Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 64
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Greensburg, PA
- SEC file number:
- 801-30694
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Trustmont Advisory Group, Inc.
Showing 12 of 64 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Balint has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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